Hi,
I am learning and doing my hands-on on financial services cloud modules. I have set up my financial services org. I am basically doing hands-on on my wealth management app.
I am getting the following error message while creating an account (Person Account/Household):
"FinServ.AccountTrigger: execution of BeforeInsert caused by: FinServ.MoiExceptionWrapper.ValidationException: Your account record type is missing, a duplicate, or invalid. Ask your admin to check the individual record type configurations in Setup. (FinServ)"
I think it has something to do with my account record type settings. I tried checking in setup for the same but couldn't find anything. Also under Wealth Management Set up> Groups > Record types - I didn't find any records. Is this ok?
*Note - The org set up is not part of any firm or entity. Its set up for training purposes as suggested in Trailhead modules.
Any help to resolve this would be great. Thanks in advance.
To get rid of this error you will need to go over fields Field-Level Security for fields starting with FinServ on Account, Account Contact Relationship, Contact, Case, Opportunity objects. I couldn't see those fields in Lightning, so I switched to SF Classic. I just gave permissions to all profile to save time.
